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WJ Wealth Management’s Amazon AMZN Stock Holding History

WJ Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.16M Sell
10,374
-308
-3% -$67.8K 1.01% 24
2025
Q4 		$2.47M Sell
10,682
-4
-0% -$915 1.08% 24
2025
Q3 		$2.61M Sell
10,686
-11,004
-51% -$2.49M 1.15% 22
2025
Q2 		$4.76M Sell
21,690
-1,008
-4% -$199K 1.5% 22
2025
Q1 		$4.32M Sell
22,698
-1,486
-6% -$322K 1.53% 21
2024
Q4 		$5.31M Sell
24,184
-2,888
-11% -$591K 1.83% 19
2024
Q3 		$5.04M Sell
27,072
-4,880
-15% -$890K 1.78% 19
2024
Q2 		$6.17M Buy
31,952
+11,950
+60% +$2.2M 2.25% 14
2024
Q1 		$3.61M Buy
20,002
+534
+3% +$89.1K 1.44% 20
2023
Q4 		$2.96M Buy
19,468
+156
+0.8% +$21.9K 1.29% 24
2023
Q3 		$2.45M Buy
19,312
+156
+0.8% +$20.9K 1.19% 22
2023
Q2 		$2.5M Buy
19,156
+10,046
+110% +$1.15M 1.18% 22
2023
Q1 		$941K Sell
9,110
-9,110
-50% -$880K 0.64% 29
2022
Q4 		$1.53M Sell
18,220
-1,360
-7% -$134K 0.89% 22
2022
Q3 		$2.21M Sell
19,580
-400
-2% -$50.6K 1.39% 18
2022
Q2 		$2.12M Buy
19,980
+7,480
+60% +$936K 1.51% 15
2022
Q1 		$2.04M Sell
12,500
-260
-2% -$40.2K 1.35% 14
2021
Q4 		$2.13M Hold
12,760
– – 1.27% 19
2021
Q3 		$2.1M Buy
12,760
+120
+0.9% +$20.7K 1.4% 23
2021
Q2 		$2.17M Sell
12,640
-440
-3% -$73.1K 6.74% 4
2021
Q1 		$2.02M Buy
13,080
+40
+0.3% +$6.34K 6.29% 5
2020
Q4 		$2.12M Buy
13,040
+100
+0.8% +$16K 6.61% 4
2020
Q3 		$2.04M Sell
12,940
-13,460
-51% -$2.12M 6.6% 6
2020
Q2 		$3.64M Buy
26,400
+13,840
+110% +$1.67M 2.55% 11
2020
Q1 		$1.22M Buy
12,560
+3,080
+32% +$298K 4.41% 7
2019
Q4 		$876K Buy
+9,480
New +$839K 2.21% 12

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WJ Wealth Management's AMZN Position: Q1 2026 in Review

WJ Wealth Management reduced its Amazon (AMZN) stake by 2.9% in Q1 2026, selling an estimated $67.8K and leaving 10,374 shares worth $2.16M. The position accounts for 1.01% of the portfolio, ranked #24.

WJ Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.17M in Q2 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • WJ Wealth Management held 10,374 shares of Amazon worth $2.16M as of Q1 2026.
  • WJ Wealth Management sold 308 Amazon shares in Q1 2026, an estimated $67.8K.
  • Amazon made up 1.01% of WJ Wealth Management's portfolio in Q1 2026, its #24 holding.
  • WJ Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • WJ Wealth Management's Amazon position peaked at $6.17M in Q2 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.